Bullish Case For Eli Lilly (LLY), Ulta Beauty (ULTA)

<p>Andrew Graham breaks down his stock picks, with his first being Eli Lilly. He likes health care overall for defensive growth, high margins, pricing power, and dividends. Eli also has a strong pharmaceutical line-up in its pipeline. He also likes Ulta Beauty as a market share winner in department store beauty retail. Graham said Ulta benefits from people returning to the office.</p>